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SCHV

Schwab US Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
476
HMV Wealth Advisors
Louisiana
$628K
CAM
477
Carret Asset Management
New York
$626K +$2.37K +90 +0.4%
SAM
478
Smartleaf Asset Management
Massachusetts
$616K -$32K -1,217 -5%
MAG
479
Mayfair Advisory Group
Alabama
$614K +$3.02K +115 +0.5%
LWM
480
LongView Wealth Management
Georgia
$605K -$419K -15,956 -42%
UFA
481
Uptown Financial Advisors
Texas
$605K
SW
482
SkyOak Wealth
Michigan
$603K
MIA
483
Milestone Investment Advisors
Wisconsin
$603K -$270K -10,284 -32%
GG
484
Greenwood Gearhart
Arkansas
$600K +$27.5K +1,047 +5%
AA
485
Alesco Advisors
New York
$597K -$105 -4 -0%
MGWM
486
Marks Group Wealth Management
Minnesota
$597K
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$596K +$1.29K +49 +0.2%
SFG
488
Sovereign Financial Group
Connecticut
$577K +$33.5K +1,276 +7%
RWP
489
Revolve Wealth Partners
New Jersey
$575K +$421 +16 +0.1%
PNC Financial Services Group
490
PNC Financial Services Group
Pennsylvania
$570K +$15.2K +580 +3%
BWA
491
Beam Wealth Advisors
Louisiana
$566K +$538K +20,462 New
CIR
492
Clear Investment Research
Georgia
$565K -$9.78K -372 -2%
FWM
493
Fonville Wealth Management
Virginia
$560K -$11.4K -435 -2%
BBW
494
Blue Barn Wealth
Utah
$553K -$3.36K -128 -0.6%
MC
495
McCarthy & Cox
Ohio
$549K +$521K +19,835 New
RA
496
Resolute Advisors
California
$548K +$2.73K +104 +0.5%
GC
497
Gilbert & Cook
Iowa
$547K
CFFP
498
Center for Financial Planning
Michigan
$540K
IWN
499
Independent Wealth Network
Iowa
$537K +$7.46K +284 +1%
OWP
500
Obermeyer Wealth Partners
Colorado
$535K +$508K +19,344 New